中国经济网北京1月29日讯 A股三大指数今日涨跌不一。截至今日收盘，上证综指报4157.98点，涨幅 0.16%，成交额14857.95亿元；深证成指报14300.08点，跌幅0.30%，成交额17442.13亿元；创业板指报 3304.51点，跌幅0.57%，成交额7895.02亿元。 (责任编辑：马欣) 板块方面，白酒、油气开采及服务、贵金属等板块涨幅居前，电子化学品、半导体、元件等板块跌幅居 前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入(亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 白酒 | 9.69 | 743.95 | 614.24 | 97.03 | 20 | 0 | | 2 | 油气开采及服 | | | | | 19 | 1 | | | 务 | 8.18 | 4016.60 | 323.11 | 4.07 | | | | 3 | 高等量 | 8.04 | 1897.67 | 706.18 | -1 ...

Group 1 - A-shares experienced significant market activity on January 29, with 86 stocks hitting the daily limit up and 35 stocks hitting the limit down [1] - The liquor sector was notably active, with stocks like Wuliangye and Shanxi Fenjiu reaching the limit up [1] - Precious metals showed strength, with Silver Nonferrous achieving 8 consecutive limit ups, Zhaojin Gold reaching 7 limit ups in 9 days, and Western Gold achieving 4 limit ups in 7 days [1] Group 2 - The liquor sector also saw gains, with stocks such as Kweichow Moutai and Guyue Longshan hitting the limit up [1] - Among the continuous limit up stocks, Tiandi Online achieved 5 limit ups in 9 days, and Intercontinental Oil and Yu Guang Jin Lead both reached 5 limit ups [1] - Conversely, *ST Aowei faced a continuous decline with 15 consecutive limit downs, while *ST Wan Fang and *ST Dongjing experienced 13 and 3 consecutive limit downs, respectively [1]

Market Performance - The Shanghai Composite Index rose by 0.16%, while the ChiNext Index fell by 0.57% [1] - Liquor stocks experienced a surge, with Kweichow Moutai increasing by over 8% [1] - Gold stocks continued their strong performance, with multiple stocks reaching new highs [1] Sector Highlights - The AI application sector was active, particularly in short drama and gaming, leading the market [1] - Real estate, insurance, and banking sectors showed significant gains [1] - The semiconductor, computing hardware, commercial aerospace, and humanoid robot sectors experienced notable pullbacks [1] ETF Performance - In the afternoon, liquor stocks led to a surge in ETFs, with the Penghua Fund Liquor ETF hitting the daily limit [1] - The Food and Beverage ETFs rose by 7.89% and 7.58%, respectively [1] - Oil and gas stocks were active, with the Fidelity Fund S&P Oil and Gas ETF also hitting the daily limit [1] - Brazilian ETFs from E Fund and Huaxia Fund reached their daily limit [1] - Gold prices reached a historical high, with the Qianhai Kaiyuan Gold ETF and the Jiashi Gold ETF rising by 5.8% [1] Sector Declines - The semiconductor sector declined, with the E Fund Semiconductor Equipment ETF and the Semiconductor Equipment ETF falling by 4.64% and 4.51%, respectively [1] - The consumer electronics sector also adjusted, with the Fidelity Consumer Electronics ETF and the E Fund Consumer Electronics ETF both dropping by 3.49% [1]

"老登"回来了？ "动销跟踪看，近期茅台动销及批价均好于市场预期。"招商证券在1月26日发布的研报中表示，i茅台以及专卖店自发团购拓宽消费群体，逐步交易出了价格底部。根 据i茅台官方公众号1—9日累计超40万成交测算，预计i茅台1月投放超千吨。同时，传统渠道动销量未见明显下滑。截至目前预计全渠道动销量有小幅增长、价格坚 挺、2月传统渠道动销有望加速。结合基金四季报持仓，白酒板块重仓比例已降至3.5%，超配比例仅为1.0%，低于2013年的一季度到二季度，环比2025年三季度持 平，重申白酒底部买点已经出现。 今日（1月29日），白酒等消费股迎来大反弹。截至收盘，贵州茅台大涨8.6%，成交额超260亿元。金种子酒、皇台酒业、迎驾贡酒、金徽酒等近20股涨停。白酒板块 全天成交金额超600亿。 消息面上，本周以来，多款飞天茅台价格涨幅明显，与1月26日相比，2026年飞天茅台原箱（53度/500ml）上涨了55元，2026年飞天茅台散瓶上涨了20元；2025年飞天 茅台原箱（53度/500ml）上涨了55元，2025年飞天茅台散瓶上涨了20元。 华安证券在近日的研报中也指出，以食品饮料为代表的消费行业已经历持续5年 ...

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 3.23 trillion yuan, an increase of 264.6 billion yuan compared to the previous trading day [1][6] - The A-share market experienced fluctuations, with the Shanghai Composite Index closing up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.3% and 0.57%, respectively [1][2] Sector Performance - The liquor sector saw a surge, with Kweichow Moutai rising over 8%, and nearly 20 stocks in the sector hitting the daily limit [2] - Oil and gas stocks continued to perform strongly, with Intercontinental Oil and Gas achieving five consecutive trading limits in seven days [4] - The semiconductor, computing hardware, commercial aerospace, and humanoid robot sectors experienced noticeable pullbacks [2] Individual Stock Highlights - Notable gainers in the liquor sector included: - Jinzhongzi Wine: +10.04% [3] - Liquor stocks such as Luzhou Laojiao and Wuliangye also saw increases of +10% [3] - In the oil and gas sector, Keli Co., Ltd. surged by 29.99%, while Tongyuan Petroleum and Qianeng Hengxin rose by 20.04% and 20.00%, respectively [5] Capital Flow - Main capital inflows were observed in the media, food and beverage, and real estate sectors, while outflows were noted in the semiconductor, non-ferrous metals, and home appliance sectors [9] - Specific stocks with significant net inflows included Kweichow Moutai (3.339 billion yuan), Bluefocus (2.898 billion yuan), and Wuliangye (1.703 billion yuan) [10] - Conversely, Industrial Fulian, Sungrow Power, and SMIC faced net outflows of 6.531 billion yuan, 1.787 billion yuan, and 1.427 billion yuan, respectively [10] Institutional Insights - Citic Securities noted that the index faces pressure above and support below, emphasizing the need to monitor changes in trading volume [11] - Dexun Securities suggested that the index is likely to maintain narrow fluctuations in the short term [11] - Dongwu Securities indicated that if trading volume effectively supports the market, there is potential for the market to reach new highs in the short term [11]

白酒股涨幅继续扩大，涨停个股增加， 五粮液封涨停板。 ...

Market Overview - The market showed significant divergence today, with traditional blue-chip sectors like liquor and real estate surging, leading to a substantial rise in the Shanghai Stock Exchange 50 Index, while technology sectors such as semiconductors and chips weakened, resulting in notable declines in the STAR Market and ChiNext Index [1] - The total market turnover reached 3.2 trillion yuan, an increase of over 200 billion yuan compared to the previous trading day, with more than 3,500 stocks declining [1] Key Signals - Three major changes in the market were noted: 1. The simultaneous rise of real estate and liquor stocks indicates potential structural volatility as the market rotates towards these rebound assets [1] 2. The recent surge in commodities, including gold, reflects liquidity trends, while cryptocurrencies have remained relatively subdued, suggesting inflation expectations may significantly impact AI and computing power [1] 3. The unexpected performance of government bonds, particularly the strong showing of 30-year treasury futures, indicates a complex narrative in the market, suggesting that the rotation is not strictly binary [1] Sector Performance - Consumer stocks, particularly liquor and retail, saw a significant afternoon rally, with Kweichow Moutai rising by 8% and several stocks hitting the daily limit [1] - Precious metals and oil and gas stocks experienced volatility but ultimately rallied, with China Gold achieving five consecutive limit-ups and Hunan Gold four consecutive limit-ups [1] - AI application concepts surged, with multiple stocks like Sai Group and Tiandi Online hitting the daily limit [1] - The banking sector also saw gains, with Qingdao Bank hitting the daily limit, while semiconductor, military, and automotive sectors faced the largest declines [1] Fund Flow - Major funds focused on sectors such as advertising, software development, and liquor, with significant net inflows into stocks like BlueFocus, Kweichow Moutai, and iFlytek [3] Future Outlook - Short-term market trends indicate a continued oscillation, with the Shanghai Composite Index expected to maintain an upward trajectory, although space for growth before the Spring Festival appears limited [2][8] - The market sentiment is supported by a weakening US dollar and ongoing monetary easing, which may provide a conducive environment for further capital inflow [7] - The upcoming earnings reports from A-share companies and North American tech giants are anticipated to have a more pronounced impact on market structure [6]

（国新办发布会现场图） 2026年的春节假期为2月15日（农历腊月二十八、周日）至23日（农历正月初七、周一）放假 调休，长达9天。 国家发展改革委副主任李春临表示，今年春运将从2月2日（下周一）开始，到3月13日结束， 为期40天。今年春节是个"大年"，预计返乡探亲旅游出行需求更加旺盛。综合研判，全社会跨 区域人员流动量将会达到95亿人次，创历史新高。其中，自驾出行将继续处于主体地位，占比 达八成左右； 铁路、民航客运量预计分别达到5.4亿人次和9500万人次，总体规模和单日峰值 均有望超过历史同期的峰值。 记者丨周潇枭 编辑丨周上祺 1月29日，国新办举行新闻发布会，邀请国家发展改革委和交通运输部、应急管理部、中国气 象局、中国民航局、国铁集团有关负责人介绍2026年春运形势和工作安排，并答记者问。 四是统筹兼顾公益服务保障。保持公益性慢火车开行规模，整个春运期间，保证全路公益慢火 车不停运，确保偏远及交通不便地区人民群众出行需要。 朱文忠表示， 买火车票历来是广大旅客关注的焦点。将重点抓好四个方面售票组织工作： 一是 关注学生、务工人员及老年人等重点群体的购票需求。一方面，继续为学生、务工人员 提供预约 ...

1月29日，白酒股午后持续拉升。数据显示，截至13时49分，表征板块的白酒基金LOF(161725)放量涨 5.46%，一度涨5.90%。 消息面上，飞天茅台价格节前连续上涨，整箱批价突破1600元。第三方报价平台显示，1月29日，2026 年原箱茅台价格单瓶价格上涨20元为1610元/瓶，回升到1600元以上，散瓶的价格保持在1570元/瓶，前 几日茅台的批价还稳定在1550元/瓶左右。记者在"i茅台"平台看到，1499元的普茅连续第29天在多次秒 空后显示售罄。 中信证券认为，2026年来白酒行业发生了较多大事件和变化，推动渠道升级和突破。短期，白酒龙头企 业开始积极拥抱消费者，消费者触达和消费者教育工作热度空前；中部企业适当降价，维持市场量价平 衡；尾部企业停产、出清库存。长期，"以消费者为核心"的渠道协同体系料将成为行业下轮周期中核心 竞争力，需要企业逐步提升拓客能力、服务能力和场景运营能力。新一轮市场培育下，行业整体有望受 益于本轮新消费者获取和消费者教育提升效果。 ...

涨停表现 凤凰网财经讯 1月29日，三大指数涨跌不一，沪指窄幅震荡，上证50指数涨超1%，创业板指冲高回落，科创50指数跌超3%。 沪深两市成交额3.23万亿，较上一个交易日放量2646亿。盘面上，市场热点快速轮动，全市场超3500只个股下跌。 截至收盘，沪指涨0.16%，深成指跌0.3%，创业板指跌0.57%。 从板块来看，白酒板块午后爆发，泸州老窖、水井坊、舍得酒业、皇台酒业、酒鬼酒涨停。有色金属板块反复活跃，金属铜、贵金属领涨，西部黄金7天4 板，中国黄金5连板，北方铜业2连板创历史新高。油气股延续强势，洲际油气7天5板，准油股份2连板，中曼石油4天3板。房地产板块震荡反弹，大悦城、 三湘印象、我爱我家涨停。 下跌方面，芯片产业链下挫，美埃科技、京仪装备跌超9%。 封板率 69.00% 封板 82 触及 36 昨涨停今表现 3.31% 高开率 75% 获利率 ...